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PENNX vs VSCPX
PENNX vs VSCPX Comparison
Open Charts PENNX vs VSCPX
Royce Small-Cap Fund Invmt
Price$9.97
Change-$0.11 (-1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$326.54
Change-$2.23 (-0.68%)
VolumeN/A
CapitalizationN/A
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PENNX vs VSCPX Comparison Chart
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PENNX vs. VSCPX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PENNX is a Buy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 149B vs. PENNX (1.99B). VSCPX pays higher dividends than PENNX: VSCPX (1.44) vs PENNX (0.35). PENNX was incepted earlier than VSCPX: PENNX (52 years) vs VSCPX (14 years). PENNX is a more actively managed with annual turnover of: 40.00 vs. VSCPX (12.00). PENNX has a lower initial minimum investment than VSCPX: PENNX (2000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 20.76 vs. PENNX (13.92). VSCPX return over 5 years is better than : 51.88 vs. PENNX (8.87).
| PENNX | VSCPX | PENNX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 14 years | - |
| Gain YTD | 7.298 | 9.741 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 149B | 1% |
| Annual Yield % from dividends | 0.35 | 1.44 | 24% |
| Returns for 1 year | 13.92 | 20.76 | 67% |
| Returns for 3 years | -15.75 | 5.72 | -275% |
| Returns for 5 years | 8.87 | 51.88 | 17% |
| Returns for 10 years | -29.56 | 114.22 | -26% |
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